To send documents in bulk
1 .On your sidebar, head to Documents
2. Select Send in bulk
3. Choose which type of process you are doing
- Payslips
- Same file to everyone
- Personal files
- Document Template
4. Upload the files you want to send
5. Choose the splitting settings (depending on the flow):
- Keep documents with all their pages
- Split pages as new documents
- Combine all documents into one (option not available in payroll upload)
6. Choose the destination folder
7. Choose the e-signature preferences,choosing the employees and including if desired one person as additional signatory
8. Click on Upload document
9. Once the document has been uploaded, apply filters if needed, select the employees to whom we want to send the document (the payroll flow works differently) and click on send to employees
10. If you want to delete the document before sending it to the employees, click on the bin icon in the upper right corner of the document or on the three dots in the upper right corner where the list of employees is displayed
💡 Once the document has been sent, all users will find the document uploaded in their My Documents section in the folder defined. An email will be sent to the employee whenever a new document is uploaded.
❗ The employees will receive a Notification via email and on Pending Task>Dashboard if the e-signature has been requested.
To download documents in bulk
- On your sidebar, go to Documents
- Open Employee
- Mark all documents you want to download
- Click on Actions and select Download
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To delete documents in bulk
- Go to Documents
- Open Employee
- Mark all documents you want to delete
- Click on Actions and select Move to Trash
To send e-signature reminders in bulk
- Go to Documents
- Open Employee
- Click on Actions and select Send Reminder
To move documents in bulk
- Go to Documents
- Open Employee
- Mark all documents you want to delete
- Click on Actions and select Move
To change the visibility of documents in bulk (hidden/visible)
- Go to Documents
- Open Employee
- Mark all documents you want to delete
- Click on Actions and select Make visible or Hide
💡 Create your own documents templates
Did you know Factorial offers you a list of variables that automatically fill in tyour employees information in a document template? Know more about it!